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Charles Schwab

1,878 hedge funds and large institutions have $110B invested in Charles Schwab in 2024 Q2 according to their latest regulatory filings, with 154 funds opening new positions, 685 increasing their positions, 787 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,878
Holders Change
+14
Holders Change %
+0.75%
% of All Funds
27.31%
Holding in Top 10
78
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.13%
New
154
Increased
685
Reduced
787
Closed
112
Calls
$1.53B
Puts
$2.05B
Net Calls
-$515M
Net Calls Change
+$247M
Name Holding Trade Value Shares
Change
Shares
Change %
HIMCH
476
Hartford Investment Management Co (HIMCO)
Connecticut
$7.05M -$38.7K -525 -0.5%
ANTB
477
AMG National Trust Bank
Colorado
$7.01M -$1.56M -21,227 -18%
D.E. Shaw & Co
478
D.E. Shaw & Co
New York
$7M +$6.09M +82,678 +670%
NA
479
NewEdge Advisors
Louisiana
$6.84M +$840K +11,394 +14%
BIG
480
Boothe Investment Group
Delaware
$6.82M -$416K -5,671 -6%
LNWWM
481
Laird Norton Wetherby Wealth Management
California
$6.68M -$742K -10,064 -10%
AP
482
Americana Partners
Texas
$6.64M +$2.65M +35,945 +66%
SWM
483
Spire Wealth Management
Virginia
$6.63M +$5.23M +71,147 +375%
PA
484
Pinnacle Associates
New York
$6.58M -$376K -5,109 -5%
TG
485
TCW Group
California
$6.54M -$73.2M -993,092 -92%
ACP
486
Aviance Capital Partners
Florida
$6.52M +$120K +1,630 +2%
CCG
487
Cloverfields Capital Group
Minnesota
$6.49M -$404K -5,489 -6%
CPBTD
488
Central Pacific Bank - Trust Division
Hawaii
$6.46M -$193K -2,625 -3%
AAIM
489
American Assets Investment Management
California
$6.39M
SWS
490
SYSTM Wealth Solutions
Illinois
$6.38M -$1.54M -20,889 -19%
QCM
491
Quantinno Capital Management
New York
$6.34M +$891K +12,091 +16%
SAM
492
Securian Asset Management
Minnesota
$6.33M -$133K -1,811 -2%
LSERS
493
Louisiana State Employees Retirement System
Louisiana
$6.23M -$155K -2,100 -2%
PC
494
Permanens Capital
New York
$6.19M +$663K +8,995 +12%
DS
495
DRW Securities
Illinois
$6.06M +$938K +12,658 +18%
MGIA
496
Moneta Group Investment Advisors
Missouri
$6.05M -$530K -7,196 -8%
AMM
497
American Money Management
California
$6.03M -$153K -2,080 -2%
MA
498
Mezzasalma Advisors
New Jersey
$6.03M +$503K +6,820 +9%
GC
499
Guggenheim Capital
Illinois
$5.99M -$686K -9,307 -10%
KCG
500
Kinsale Capital Group
Virginia
$5.96M +$1.15M +15,612 +24%